Finances
Examples of documents sent by Zeffy
How can I issue complimentary or free items in Zeffy?
Transaction receipts, invoicing and invoices in Zeffy.
Understanding reply-to email addresses in Zeffy confirmation emails
Change a ticket type or an order for a buyer
How can I add a note to a transaction?
Help Guide: Editing Payment Records in Zeffy
Manual payment or registration entries to log cash, check or other offline payments
Delete a manually entered payment
My donor made a payment with the wrong name/email – how do I fix it?
What payment methods does Zeffy accept?
Understanding transaction statuses in Zeffy
Check payments: Enabling check as a payment method on your form
Troubleshooting payment errors - a guide for donors
Accept in-person payments with a card reader or a QR code
Can I integrate Zeffy into my current Google form or E-commerce set up as a payment module?
Do you support text to give, text message or SMS campaigns?
Is PayPal, Zelle, Venmo available?
Disputes and Chargebacks
Why is buyer information not being requested at checkout?
Supported countries and currencies on Zeffy
"Processing" payments: Understanding ACH/PAD Payments
Your Zeffy Tax Guide
Are Zeffy's tax receipts CRA and IRS compliant?
Generate a tax receipt for an in kind donation
How do I set up automatic tax receipts?
How can I set up partial tax receipts?
How can I generate a manual tax receipt?
Edit or cancel a tax receipt
Everything you need to know about advantage amounts
Can I customize the receipts issued by Zeffy?
When do monthly donors receive tax receipts?
Edit the signature on your tax receipt
Canadian extension of 2024 charitable donations to February 28, 2025